Newman, Robin Agt

Selectsolutions Insurance Services is a growth and strategic partner for independent agencies in Walnut Creek, CA, offering exclusive carrier access, leadership development, and proven business development initiatives. They provide boutique market access, flexible acquisition strategies, and support for agencies focusing on selling property casualty, accident health, and life insurance products. With a focus on growth and technology, Selectsolutions Insurance Services offers unique solutions such as dedicated virtual assistants, outsourced account managers, and concierge client relationship managers.Generated from the website

Heffernan Financial Services, based in Walnut Creek, CA, is dedicated to providing comprehensive financial consulting services for both for-profit and non-profit organizations. With a focus on retirement plan consulting, executive benefits, and wealth management, the firm operates as a fiduciary consultant, ensuring an unbiased approach to help clients optimize their financial strategies. The team at Heffernan Financial Services specializes in crafting customized financial plans that address individual client needs, risk tolerance, and objectives. Their methodical approach includes benchmarking current plans and providing tailored solutions that support businesses in attracting and retaining talent while achieving financial independence. Generated from the website